Shana Sissel – Take Action on Your Good Ideas

<p>As the CIO of Spotlight Asset Group,<a href="https://www.linkedin.com/in/shsissel/" rel="noopener noreferrer" target="_blank"> <strong>Shana Sissel</strong></a> oversees all aspects of the investment platform ranging from overall strategy, implementation, and communication to clients and prospects. Shana has nearly two decades of industry experience at leading investment firms, primarily in Boston and Chicago. She previously served as Director of Investment Due Diligence &amp; a Senior Portfolio Manager with Orion Advisor Solutions.</p><p>Shana is a sought-after speaker &amp; media contributor, frequently appearing at industry events and major financial news outlets like CNBC, Bloomberg, and Fox Business News.</p><p>She earned a Bachelor of Science in Sport Management from the UMass-Amherst and a Master of Business Administration Degree from Bentley University’s McCallum School of Business. Shana is a proud holder of the Chartered Alternative Investment Analyst (CAIA) designation.</p><p>&nbsp;</p><p class="ql-align-center"><strong>“If you have an idea, the knowledge, and you’ve done the work, then don’t be afraid to go out and talk about it or have a differentiated viewpoint.”</strong></p><p class="ql-align-center">Shana Sissel</p><p>&nbsp;</p><h2><strong>Worst investment ever</strong></h2><p>Late 2006 or early 2007, Shana was interviewing for an equity research analyst position at a major global asset manager. Part of the interview process was to pitch a stock that you believed in and do the work and have enough conviction. A stock that you would put your own money in.</p><h3><strong>Banking on Apple</strong></h3><p>Shana did a write up on Apple. She believed that this was it. It was an excellent choice. Shana’s pitch was based on the fact that Apple was just about to launch the very first iPhone. At the time, the stock was probably trading at $3 a share. She had done her research well and believed that the iPhone was going to be a complete game-changer.</p><h3><strong>Trying to sell a newcomer</strong></h3><